PWMG
XYZ

Pinnacle Wealth Management Group’s Block, Inc. XYZ Stock Holding History

Pinnacle Wealth Management Group’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-1,544
Closed -$249K – 133
2021
Q4 		$249K Sell
1,544
-425
-22% -$68.5K 0.18% 105
2021
Q3 		$472K Hold
1,969
– – 0.35% 68
2021
Q2 		$480K Buy
+1,969
New +$480K 0.35% 72